Move custom investments between portfolios

Hello all,
Is there a way to move custom investments from one portfolio to another without having to re-enter all the trades? I’ve recently created a new portfolio and would like to move all my existing custom investments into it.

I think the only way to do it is to ask support. thanks

Hi @Tcs106 Please get in touch with our support team via the chat icon or email us on We will need the name of the original portfolio, names of the investments you want to transfer and the portfolio name to be transferred.